You can add a custom list of contacts to your project devices using the steps outlined below. These contacts will not overwrite contacts already existing on the device.
After adding custom contacts, you can edit or remove them accordingly.
Adding Contacts
To get to the page to add and manage your custom list of contacts, you will want to navigate to: Project > Policies > Communication Settings tab > Contacts List > Manage Contacts.
After clicking Manage Contacts, the following screen will load:
You can add contacts two ways; a form for a single contact, or batch upload them using a CSV.
Adding A Single Contact
To add a single contact, click the + icon. After clicking this, the following screen will appear:
From here, you can add a profile picture that will load on the device, and you can fill out the contact's name, phone number, address, work info, email, and add them to any groups that you see fit. You can also add notes to a contact if you wish. Once you have filled out the information you wish the contact to have, click Save in the bottom right to save the contact.
Add Multiple Contacts
To batch add contacts, select the 'Paperclip' icon on the first dialog - this brings up the following dialog:
Under 'Select an action', you will have three options:
• Add to Contacts List - adds contacts in CSV to existing contacts list.
• Overwrite existing Contacts List - overwrites existing contacts list with contacts in CSV.
Choose 'Add to Contacts List' or Alternatively 'Overwrite existing Contacts List', then Attach a CSV (view the CSV formatting help dialog for accepted fields). Any fields omitted or improperly labelled will be omitted from the contact.
Verify the table looks correct, then hit ok - The contacts will be added / overwritten.
Once satisfied, select 'Ok' on the original dialog and save + deploy your project to physically see the changes. See linked articles for saving and deploying a project if needed.
Edit Contacts
To edit contacts, you can use the options menu in the table to edit a contact individually or use the CSV uploader to overwrite the current contacts list.
Once satisfied, hit 'Ok' on the original dialog, then save + deploy your project like you normally would.
Remove contacts
To remove contacts, you can simply use the options menu to delete an individual contact.
Alternatively, you can use the selection boxes to remove multiple contacts at once.
If using the selection boxes, press the 'Trash' icon that appears next to the '+' icon as shown below:
Once satisfied, hit 'Ok' on the original dialog, then save + deploy your project like you normally would.